MSWM
Mowery & Schoenfeld Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4K | Hold |
705
| – | – | 0.08% | 111 |
|
|
2025
Q1 | $50.3K | Sell |
705
-303
| -30% | -$21.6K | 0.1% | 132 |
|
|
2024
Q4 | $88.4K | Buy |
1,008
+303
| +43% | +$26.6K | 0.17% | 80 |
|
|
2024
Q3 | $58.9K | Sell |
705
-727
| -51% | -$60.8K | 0.09% | 90 |
|
|
2024
Q2 | $109K | Buy |
1,432
+727
| +103% | +$55.3K | 0.16% | 63 |
|
|
2024
Q1 | $50.6K | Buy |
+705
| New | +$50.6K | 0.1% | 73 |
|